Jortt

jortt is a dutch cloud bookkeeping platform that automates accounting tasks for freelancers and small businesses, offering invoicing, vat, payroll, and bank reconciliation integrating with make com enables users to automate financial workflows and connect jortt with other business tools this is ai generated content based on official jortt documentation the content may still contain errors—please verify important information if you have questions, contact jortt support directly how to get support on jortt jortt is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=jortt\&app slug=jortt community\&app unique id=jortt xd9ds4 requirements to use the jortt app in make, you must have an active jortt account, register your application as an oauth client, and obtain client credentials (client id and secret), create your account on jortt app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect jortt and {{product name}} to get started, you must first create a connection between jortt and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0 authorization code,oauth 2 0 client credentials,basic authentication (for token retrieval) oauth 2 0 authorization code instructions you need to register your application and obtain the necessary credentials to initiate the oauth 2 0 flow ensure you are logged into your platform account register your application by contacting support and provide the application name, redirect url, and required scopes after registration, obtain the client id and client secret provided by the platform prepare to initiate the oauth 2 0 authorization flow by constructing an authorization request with your client id, redirect uri, requested scopes, and a state parameter after the user grants consent, retrieve the authorization code from the redirect uri oauth 2 0 client credentials instructions you need to register your application to obtain the required credentials for token generation login to your jortt account using your credentials register your application as a client in the authorization server provide the application name, and specify the required scopes for the data you wish to access after successful registration, note the generated client id and client secret basic authentication (for token retrieval) instructions you need to register your application to obtain the necessary credentials for token retrieval using basic authentication log in to your jortt account register your application as a client in the authorization server provide the required information during registration, including application name, redirect url, and required scopes after successful registration, obtain the generated client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=jortt\&app slug=jortt community\&app unique id=jortt xd9ds4 create the connection in {{product name}} log in in your make account , add the jortt module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your jortt or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application jortt modules after connecting to the jortt app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer to your jortt account by creating a detailed customer profile create an invoice creates a new invoice in jortt, allowing you to automatically generate and store billing documents for your customers make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions not covered by the standard modules search customers retrieves items that meet the specific criteria you set, allowing you to find exactly what you’re looking for search invoices retrieves and displays items that meet the specific conditions you set send a direct debit authorization to customer sends a direct debit authorization request to a chosen customer in jortt, allowing them to approve automatic payments watch customers this module activates whenever a new customer is added to your jortt account, allowing you to automatically start workflows as soon as a customer is created watch invoices this module activates whenever a new invoice is generated in jortt, allowing you to automatically kick off workflows whenever an invoice is created templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} jortt resources you can have access to more resources related to this app on the following links jortt website jortt documentation jortt api documentation jortt page on make